The Opportunities tab in CRM shows your sales pipeline, and Customize lets you tailor it to how your business actually works. You can search deals, switch between the Kanban and List views, and manage the tabs, industries, sources, tags and automation behind your pipeline.
In this guide you’ll learn how to:
- Search for an opportunity
- Read the Kanban columns and the List view
- Open Customize and manage tabs, industries, sources and tags
- Set up opportunity automation and its naming format
How to search for an opportunity
Type in the Search opportunities… bar and click the result you want. The search filters the displayed list in real time, by keyword such as opportunity name, company, contact or deal value.
- Go to the Opportunities tab inside CRM.
- Look for the Search opportunities… bar in the top right corner of the screen.
- Click it. Your cursor appears inside the search box.
- Start typing the name of the opportunity, company or deal.
- Results appear as you type. Click the one you’re looking for to open it.
What do the Kanban columns show?
Each column represents a stage in your sales process. The default stages are:
| Stage | What it holds |
|---|---|
| Contacted | Deals where you’ve made first contact but nothing formal yet. |
| Qualification | Opportunities you’re actively exploring, to decide whether they’re a real fit. |
| Proposal Sent | Deals where you’ve sent a proposal and are waiting on a decision. |
| Won | Closed deals. The finish line. |
At the top of each column you see a deal count and a Forecasted Revenue total. That number adds up the amounts on every opportunity in that stage.
When should I use the List view?
Use the List view when you want to compare opportunities side by side, sort by a specific column, or see more deals on screen at once. It shows your pipeline as a table: the same deals as the Kanban view, in a different format.
How to open Customize
Click Customize in the top right of the Opportunities view. It opens a panel with five sections.
| Section | What it controls |
|---|---|
| Tab Settings | Which sections appear in your CRM navigation. |
| Industry | The industries available when categorizing companies and opportunities. |
| Source | Where your opportunities come from. |
| Tag | Tags for organizing opportunities. |
| Opportunity Automation | Automated actions that trigger as deals move through your pipeline. Move a deal to a new stage and let OneSuite handle the follow-up steps automatically. |
How to choose which CRM tabs appear
Tab Settings controls which sections appear in your CRM navigation. All four are turned on by default:
- Opportunities: your sales pipeline. Leave this on.
- Companies: your organization database.
- People: your contact database.
- Tasks: all CRM-related tasks in one place.
How to manage industries
Open Industry in Customize to manage the list of industries available when categorizing companies and opportunities. Add, edit or remove options to match your market.
How to manage sources
Open Source in Customize to manage where your opportunities come from. OneSuite comes with six sources ready to use:
| Source | Meaning |
|---|---|
| Email Campaign | Leads that came in through an email marketing campaign. |
| SEO | Prospects who found you through organic search. |
| Connections and outreach from LinkedIn. | |
| Event | Leads you met at a conference, webinar or any live event. |
| Referral | Deals sent your way by an existing client or partner. |
| Website | Inbound inquiries through your website. |
How to add a tag
Type a name in the Tag name field and click + Add Tag. The tag is now available to apply to any opportunity. Tags let you group and filter deals by anything that doesn’t fit a standard field.
How to set up opportunity automation
Turn on Auto-create Opportunity and choose a naming format. Opportunity Automation reduces manual work by creating opportunities for you automatically: one setting, one naming format, and CRM starts building your pipeline without the extra steps.
Auto-create Opportunity: This toggle is on by default. When it’s on, OneSuite automatically creates a new opportunity whenever a new company or contact enters your CRM, so you don’t have to remember to create it by hand. Turn it off if you prefer to create opportunities yourself, one by one, only when there’s a real deal to track.
Opportunity Name Format: This controls how auto-created opportunities are named. Two fields let you wrap the company name with your own text:
| Field | What it does | Example |
|---|---|---|
| Prefix | Text that appears before the company name. | Deal - produces Deal - Company Name |
| Suffix | Text that appears after the company name. | - New produces Company Name - New |
Not using OneSuite yet? Start your free trial →
FAQs
How do I search for a deal in OneSuite CRM?
Type in the Search opportunities… bar on the Opportunities tab. Results filter in real time as you type, and you click one to open it.
What does Forecasted Revenue mean on a pipeline column?
It’s the total of the amounts on every opportunity in that stage. It appears at the top of each column next to the deal count.
Can I hide the Companies, People or Tasks tab?
Yes. Open Customize, then Tab Settings, and turn off the tabs you don’t use. All four tabs are on by default, and you should leave Opportunities on.
How do I stop OneSuite from creating opportunities automatically?
Turn off Auto-create Opportunity in Customize, Opportunity Automation. You then create opportunities yourself, only when there’s a real deal to track.
Should I use the Kanban view or the List view instead?
Use Kanban to see deals by stage with a count and Forecasted Revenue per column. Use the List view instead when you want to compare opportunities side by side, sort by a column or see more deals at once.
What to do next
Set up your stages: Add, rename and reorder pipeline columns with Understanding Pipeline Stages.
Automate new deals: Go deeper on auto-created opportunities with How to Set Up Opportunity Automation.
Tailor the whole CRM: See every customization option with How to Customize Your CRM.